Financial Planning

Aging clients require a different set of eyes.

The tax technology provider plans to use the extra capital to expand abroad and develop new sales and use tax software and services.

Stathis Gould, director of advocacy at the International Federation of Accountants, discusses how finance pros can provide more effective environmental, social and governance disclosures to stakeholders.

Eleven CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Democrats in New York, the world’s financial capital, may finally have the right moment to resurrect the state tax on stock trades.

The Institute of Management Accountants recently released a pair of reports on how CFOs can help their organizations provide more sustainable business activities.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

The Sustainability Accounting Standards Board and the Global Reporting Initiative announced a collaborative work plan to provide more clarity on how their two sets of standards can be used together.